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Ropes Wealth Advisors’s Affirm AFRM Stock Holding History

Ropes Wealth Advisors’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,224
Closed -$242K – 267
2022
Q1 		$242K Hold
5,224
– – 0.04% 263
2021
Q4 		$525K Buy
5,224
+2,301
+79% +$304K 0.09% 162
2021
Q3 		$348K Buy
+2,923
New +$234K 0.06% 210

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ropes Wealth Advisors's AFRM Position: Q2 2022 in Review

Ropes Wealth Advisors sold out of Affirm (AFRM) in Q2 2022, closing a stake of 5,224 shares — an estimated $242K sold.

Ropes Wealth Advisors first reported a position in AFRM in Q3 2021 and held it in 3 quarters. The position peaked at $525K in Q4 2021. 347 funds tracked by Wall St. Rank hold AFRM as of Q2 2022.

  • Ropes Wealth Advisors reported no remaining Affirm position as of Q2 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 5,224 Affirm shares in Q2 2022, an estimated $242K.
  • Ropes Wealth Advisors first reported a position in Affirm in Q3 2021 and held it in 3 quarters.
  • Ropes Wealth Advisors's Affirm position peaked at $525K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Affirm as of Q2 2022.

Based on Ropes Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.